Treasury Management Integration Specialist
Core
Onboard new and existing customers to Treasury Management payables, receivables, and related financial products, ensuring smooth implementation from point of sale through go-live.
Role type
Treasury Management Implementation Specialist
Builds
Treasury Management solutions (payables, receivables, and financial products)
Domain
Banking / Treasury Management
Deliverable
client delivery
Required skills
Treasury Management product knowledge, project coordination, risk identification, status reporting, customer relationship management, analytical problem-solving
Preferred skills
Planning and organizational skills, verbal and written communication, collaboration, Microsoft Office proficiency
Responsibilities
Lead onboarding and implementation for Treasury Management customers; serve as primary point of contact for customer representatives; conduct onboarding activities and coordinate implementation tasks; monitor and track implementation requests and timelines; ensure product functionality aligns with customer requirements; proactively identify and escalate risks or obstacles; provide clear status updates to customers and internal partners
Seniority
Mid-level, hands-on IC
